Roosevelt Investment Group’s Chubb CB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,495
| Closed | -$204K | – | 155 |
|
|
2018
Q1 | $204K | Sell |
1,495
-17,625
| -92% | -$2.41M | 0.02% | 165 |
|
|
2017
Q4 | $2.79M | Hold |
19,120
| – | – | 0.26% | 82 |
|
|
2017
Q3 | $2.73M | Sell |
19,120
-50
| -0.3% | -$7.13K | 0.25% | 89 |
|
|
2017
Q2 | $2.79M | Sell |
19,170
-180
| -0.9% | -$26.2K | 0.26% | 90 |
|
|
2017
Q1 | $2.64M | Buy |
+19,350
| New | +$2.64M | 0.24% | 101 |
|